Plan Ledger DOL Form 5500 · updated monthly

Blue & Co., LLC401(k)

BLUE & CO. 401(K) PLAN · CARMEL, IN · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Blue & Co., LLC reported $151,165 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,110 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.10% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 131st-largest of 1,562 plans among Indiana employers on file, and the 1,328th of 11,654 in professional & technical services. In 2024, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$114,648,980
Participants with balances655
Active participants559
Employer contributions$1,738,326
Employee contributions$5,081,526
Employer contribution per active participant$3,110
Average account balance$175,037
Benefits paid to participants$7,666,909
Plan auditUnmodified (clean) audit opinion
AuditorDONOVAN CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$114.6M · 655 accts · $1.7M emplr
2023$101.2M · 636 accts · $1.7M emplr
2022$84.0M · 621 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,816
Investment management$55,345
Trustee / custodial$26,467
Total administrative$151,165
The Blue & Co., LLC 401(k) match · 2024
Employer contribution per active participant$3,110
Median for plans this size$3,635
2024$3,110 per active participant
2023$3,063 per active participant
2022$2,062 per active participant

Blue & Co., LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AVANTAX RETIREMENT PLAN SERVICES · Recordkeeping · Consulting$151,165

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024AVANTAX RETIREMENT PLAN SERVICES
2023AVANTAX RETIREMENT PLAN SERVICES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$151,165 · 0.14%
2023$146,825 · 0.16%
2022$90,373 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Indiana
Bose McKinney & Evans LLP IN$141.4M · 0.05%
Inotiv, Inc. IN$118.1M · 0.22%
Ksm Business Services, Inc. IN$105.5M · 0.01%
Krieg Devault LLP IN$105.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351178661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.